Valmark Advisers’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
29,509
+5,860
| +25% | +$384K | 0.03% | 230 |
|
|
2025
Q1 | $1.46M | Buy |
23,649
+4,654
| +25% | +$288K | 0.02% | 257 |
|
|
2024
Q4 | $988K | Buy |
18,995
+1,582
| +9% | +$82.2K | 0.02% | 310 |
|
|
2024
Q3 | $908K | Buy |
17,413
+2,412
| +16% | +$126K | 0.01% | 319 |
|
|
2024
Q2 | $691K | Buy |
15,001
+2,033
| +16% | +$93.7K | 0.01% | 343 |
|
|
2024
Q1 | $571K | Buy |
12,968
+1,638
| +14% | +$72.2K | 0.01% | 353 |
|
|
2023
Q4 | $464K | Sell |
11,330
-64
| -0.6% | -$2.62K | 0.01% | 356 |
|
|
2023
Q3 | $418K | Buy |
+11,394
| New | +$418K | 0.01% | 348 |
|
|
2021
Q2 | – | Sell |
-5,033
| Closed | -$171K | – | 385 |
|
|
2021
Q1 | $171K | Buy |
+5,033
| New | +$171K | ﹤0.01% | 366 |
|